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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Apella Capital
Connecticut
$128M
2
SC
2
Savant Capital
Illinois
$144M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$166M
4
IA
4
Integrity Alliance
Iowa
$21.2M
5
HWM
5
Hemington Wealth Management
Virginia
$26.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$26.1M
2
EP
2
Essential Planning
New Hampshire
$4.52M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
RA
4
RFG Advisory
Alabama
$4.6M
5
FWS
5
FinDec Wealth Services
California
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
Curio Wealth
Maryland
$26.1M -$36.3B -548,222 -100%
HFA
27
Hippocratic Financial Advisors
California
$25M +$1.81M +38,018 +8%
SWA
28
Sterling Wealth Advisors
Florida
$24.9M +$782K +16,457 +3%
KSWWM
29
Keyes Stange & Wooten Wealth Management
Florida
$24.1M +$1.83M +38,426 +8%
GFA
30
Grunden Financial Advisory
Texas
$23.7M +$631K +13,287 +3%
PAS
31
Park Avenue Securities
New York
$21.6M +$687K +14,455 +3%
IA
32
Integrity Alliance
Iowa
$21.2M +$21.2M +446,583 New
GOCP
33
Great Oak Capital Partners
Massachusetts
$20.9M – – –
VWA
34
Valued Wealth Advisors
Utah
$20.4M +$853K +17,960 +4%
Bank of America
35
Bank of America
North Carolina
$20.3M +$1.3M +27,417 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$19.7M +$12.7M +267,520 +181%
JTWM
37
Jackson Thornton Wealth Management
Alabama
$18.7M +$593K +12,482 +3%
SWA
38
Sax Wealth Advisors
New Jersey
$18.7M -$1.68M -35,372 -8%
LFGO
39
Legacy Financial Group (Oklahoma)
Oklahoma
$18.6M +$609K +12,807 +3%
SF
40
SageOak Financial
Oklahoma
$18M +$3.87M +81,438 +27%
VP
41
Verisail Partners
Georgia
$17.5M +$343K +7,215 +2%
Renaissance Technologies
42
Renaissance Technologies
New York
$17.4M +$4.57M +96,228 +36%
SIC
43
SJS Investment Consulting
Ohio
$17.2M +$486K +10,230 +3%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$16.7M +$1.85M +38,879 +12%
Osaic Holdings
45
Osaic Holdings
Arizona
$16.7M +$13.4M +282,199 +411%
NWM
46
Northwest Wealth Management
Iowa
$16.6M +$3.08M +64,840 +23%
OFA
47
Onyx Financial Advisors
Idaho
$16.6M +$978K +20,591 +6%
DWM
48
David Wealth Management
Virginia
$16.6M -$189K -3,969 -1%
SRCM
49
Signature Resources Capital Management
California
$15.8M +$1.12M +23,648 +8%
VF
50
Vestment Financial
Minnesota
$15.8M +$900K +18,905 +6%
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